Casey Schwartz

We found Casey through a recommendation on Nextdoor. I reached out to several lawyers and she was by far the best. It was wonderful to work with her and her team. It’s not easy to plan for a time when you will no longer be around, but it’s important for one’s family. Casey made it a wonderful experience and we had all the handholding we needed. I would HIGHLY recommend her services. I’ve already had family and friends to work with her as well. – Josh B.

Casey and Dave were great to work with. They were extremely helpful in guiding us through the process of setting up a trust. I highly recommend using them for your legacy planning needs. I was impressed with their thoughtful approach to planning for our children’s needs both financially and emotionally in the event that we could not be there for them. Casey made it super easy for us and I appreciate that. – David P.

Honestly, a really terrific experience with Schwartz Legacy. I feel like I walked away with 2 friends that have my back. They go above and beyond! The whole process was easy, it wasn’t confusing, and they do a legacy interview at the end (which is pretty unheard of amongst other ppl I know that have a trust… it’s a a top notch idea that I really appreciated). Would recommend Schwartz to anyone and everyone. – Ali R.

Estate planning is never any easy topic of conversation to have but Casey was able to guide us through. She has a very simple and carefully thought out plan to make sure our loved ones are taken care of. She brought up things we had never contemplated and was very professional every step of the way. We’d recommend Casey for anyone that needs to get started on this very important part of parenting. – Sue A.